| ▲ | matt3210 3 hours ago | ||||||||||||||||||||||
They'll be competing on price now with openAI, google, and Amazon eventually. AI is just a compute commodity with a value add. | |||||||||||||||||||||||
| ▲ | thisisauserid 3 hours ago | parent | next [-] | ||||||||||||||||||||||
Anthropic and OpenAI own no compute. Amazon has no models. So that leaves... | |||||||||||||||||||||||
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| ▲ | simianwords 14 minutes ago | parent | prev | next [-] | ||||||||||||||||||||||
This is naive. AI is one of those few things that does have moat. Its shockingly hard to hire people and create a good company culture that does frontier training. There's only like 3-4 labs in the world and the rest are distilling. Even in next 3-4 years, the company that has the best ecosystem of researchers, culture, shared knowledge and processes will be able to churn out models in a way that can't be replicated. | |||||||||||||||||||||||
| ▲ | hinkley 2 hours ago | parent | prev | next [-] | ||||||||||||||||||||||
Are any of the AI companies selling their services at a profit or are we all being subsidized by investor money that is about to need to be paid back? | |||||||||||||||||||||||
| ▲ | jijji 3 hours ago | parent | prev [-] | ||||||||||||||||||||||
i think its a lot deeper than that, compared to deepseek-4.1-flash, glm-5.3-flash and the recent minimax-m3.1-flash [0], the comparison in price (15x cheaper inference cost) and the productivity gains are very similar if not more profound depending your prompt topic (cyber, biochem, etc) | |||||||||||||||||||||||